Position in UAL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$620,792
+$248,370 QoQ
Shares Held
4,565
+12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#560
of 1,061 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Advisor OS, LLC holds $1,180,596 across 2 Airlines names. UAL ranks #1 (52.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
This page
|
4,565 | $620,792 | |
| 2 | DAL |
Delta Air Lines, Inc.
|
5,977 | $559,804 |
All Filings in UAL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620,792 | 4,565 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $372,422 | 4,045 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $454,323 | 4,063 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $359,267 | 3,723 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $286,666 | 3,600 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||